Fairbank Investment Management Limited

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Assets, Funds, Holdings

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Fairbank Investment Management Limited
CRD #300753
SEC #801-115054
CIK #
AUM $159.9 MM (2023-02-07)
Employees 8 (75% Investors, 0% Brokers)
Phone905-707-1991
Address7822 Yonge Street
Thornhill Ontario, Canada
Source [IAPD] [Website]
Total AUM ($MM)
180144108723602010201420192024
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 57 69.6
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 1 28.1
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 15 62.3
(n) Other 0 0.0
Total 73 159.9
By Discretionary
Discretionary 73 159.9
Non-Discretionary 0 0.0
Total 73 159.9
By Non-United States Persons
Non-United States Persons 127.9
United States Persons 32.1
Total 73 159.9
Comparable Firms State AUM ($BB)
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OK 0.2
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MI 0.2
Delta Financial Advisors Inc
MD 0.2
Copperleaf Capital LLC
NC 0.2
Lovett Investment Consulting LLC
CO 0.2
Sterling Investment Advisors LLC
MO 0.2
Iadvise Partners LLC
NY 0.2
Monex Asset Management Inc
TX 0.2
Mount Vernon Associates Inc
MD 0.2
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